---
schema_version: "1"
id: 65086dec3c3194487c5d90f6db5211299050b000549d6359c9a233a6f59d50c5
title: Send Survey Invitations Using Process Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/concept_send_invitation_process_builder.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.concept_send_invitation_process_builder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6f70caa27f7dfcb44eb012ad71a4629b4d717fa52ca244e7be214be345fe9392
description: Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.
products:
  - Feedback Management
  - Service Cloud
  - Cross Cloud
release: "264"
---
# Send Survey Invitations Using Process Builder

Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small editions"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses</td></tr></tbody></table>

The survey invitation record is associated with the new or changed record that started the process. For information about configuring the Send Survey Invitation action type, see [Send a Survey Invitation from a Process](https://help.salesforce.com/s/articleView?id=xcloud.concept_send_invitation_process_builder.htm&release=264.0.0&type=5 "Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.").

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_important.png)

Important Keeping the upcoming retirement of Process Builder in mind, we recommend building new automation in Flow. For more information, see [Go with the Flow: What’s Happening with Workflow Rules and Process Builder?](https://help.salesforce.com/s/articleView?id=xcloud.concept_send_invitation_process_builder.htm&release=264.0.0&type=5 "Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.").

Email invitations for participants who opt out of receiving emails aren’t generated by the Process Builder.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_note.png)

Note To delete a survey version that's used in a process, delete the process first, and then delete the survey version.